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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $35.2B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 540 New
Page 18 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ON ON SEMICONDUCTOR CORP Technology 230,114.0 $10.6M 0.03% NEW $46.11 +137.3%
342 FE FIRSTENERGY CORP Utilities 278,133.0 $10.6M 0.03% NEW $38.12 +16.3%
343 HUBB HUBBELL INC Industrials 27,680.0 $10.5M 0.03% NEW $378.14 +24.5%
344 RF REGIONS FINANCIAL CORP NEW Financial Services 453,209.0 $10.5M 0.03% NEW $23.07 +16.9%
345 HUBS HUBSPOT INC Technology 30,574.0 $10.4M 0.03% NEW $341.69 -39.0%
346 FTV FORTIVE CORP Technology 222,024.0 $10.4M 0.03% NEW $47.01 +25.5%
347 LH LABCORP HOLDINGS INC Healthcare 48,456.0 $10.4M 0.03% NEW $213.61 +19.6%
348 PHM PULTE GROUP INC Consumer Cyclical 103,000.0 $10.3M 0.03% NEW $99.84 +12.0%
349 HPE HEWLETT PACKARD ENTERPRISE C Technology 498,814.0 $10.2M 0.03% NEW $20.45 +61.4%
350 BROOKFIELD ASSET MANAGMT LTD 228,153.0 $10.2M 0.03% NEW $44.66
351 HOLOGIC INC 160,293.0 $10.2M 0.03% NEW $63.43
352 PPG PPG INDS INC Basic Materials 115,974.0 $10.1M 0.03% NEW $87.24 +18.8%
353 ILMN ILLUMINA INC Healthcare 90,503.0 $10.1M 0.03% NEW $111.68 +26.7%
354 BURL BURLINGTON STORES INC Consumer Cyclical 41,078.0 $10.1M 0.03% NEW $245.94 +16.3%
355 EIX EDISON INTL Utilities 195,352.0 $10.0M 0.03% NEW $51.10 +35.3%
356 PODD INSULET CORP Healthcare 40,852.0 $9.9M 0.03% NEW $242.02 -37.0%
357 STZ CONSTELLATION BRANDS INC Consumer Defensive 83,874.0 $9.9M 0.03% NEW $117.47 +25.6%
358 TECK TECK RESOURCES LTD Basic Materials 241,383.0 $9.9M 0.03% NEW $40.82 +47.6%
359 KEY KEYCORP Financial Services 556,326.0 $9.8M 0.03% NEW $17.57 +19.9%
360 TROW PRICE T ROWE GROUP INC Financial Services 111,777.0 $9.7M 0.03% NEW $87.17 +17.4%
Page 18 of 27  ·  540 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.3%
Financial Services 16.7%
Healthcare 12.8%
Consumer Cyclical 9.3%
Industrials 6.4%
Consumer Defensive 4.5%
Communication Services 2.4%
Real Estate 2.1%
Utilities 2.0%
Basic Materials 1.2%